Admin

Manage employee email addresses for approval notices, declines, and sender copies.

The unified estimating cost library — FM Bid Sheet Codes parity: Materials, Labor (wage rates), Equipment, Subs, Mobilization, Expense, Trucking; sortable, inline-editable.

Canonical cost-code registry — bid sheets and library products reference activities by FK, never free text.

Sheet templates, scope templates, scope groups, and production-rate bands — the reusable estimate scaffolds proposals pull in with rates frozen.

Reusable cover messages for proposal sends — the compose dialog offers these, default pre-selected.

Where proposal email goes out: corporate SMTP, Microsoft 365 Graph, or log-only for demos. Server-side sending, no Outlook.

Company-wide defaults: tax exempt rules, retention %, default payment terms.

DOT, OSHA, safety, prevailing-wage classifications.

Benchmark configuration for margin, schedule, and quality.

Per-job compliance attribute templates (PLA, M/WBE, etc.).

Per-report defaults: filters, sort, display columns, recipients.

Labor-code hourly rates by wage type, class, and county/state — now the Product Library's Labor tab.

Standard names offered when naming proposal versions and options — pick-or-type, team-extendable.

Material price index for escalation clauses on long-running jobs.

Pre-defined task lists for common workflows.

The county → sales-tax table behind every address: scheduled refresh from published rates plus admin overrides that survive it.

Lock each Sun–Sat pay week after payroll goes out: late cost cards park On Hold, submitted cards in the week become read-only (TR-IN-102).

Audit thresholds, enabled checks, and the shared company crew account.

One card per outside service: Mail transport and QuickBooks Online today (sandbox or production, encrypted secrets, test connection); NY-811 · DocuSign · payroll exports later.